Delighted + IRIS KashFlow
Delighted + IRIS KashFlow
Delighted + IRIS KashFlow integrations
Create or update IRIS KashFlow customers from new Delighted responses
Effortlessly manage your customer feedback and keep your client records up-to-date with this seamless workflow. When a new response is received in Delighted, this automation will create or update a customer in IRIS KashFlow, ensuring their information is always accurate and neatly organized. Spend less time on manual data entry and focus on providing exceptional customer experiences instead.
- When this happens...
- automatically do this!Create/Update CustomerCreate/Update Customer for Kashflow
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More things you can do with IRIS KashFlow and Delighted
Discover other triggers and actions you can use with IRIS KashFlow and Delighted
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Try ItTriggerPolling- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
ActionWrite- How should existing Customer in KashFlow be matched ?Required
- Customer Name
- Customer Code
- Customer Email
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Trade Border Type
- Would you like to create a customer when not found
- Invoice Number
- Invoice Issued DateRequired
- Invoice Due Date
- CurrencyRequired
- Customer Reference/Purchase Order
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Address
- Use Different Delivery Address
- Address Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Delivery Address
- Project
- Project
- Sales Code
- Product
- Do you want to create new product when not found?
- Description
- Quantity
- Rate
- Inclusive of Tax?
- VAT Rate
- VAT Amount
- Is VAT Exempted
- Sales Code
- Charge
- Inclusive of Tax?
- Description
- VAT Rate
- VAT Amount
- Sales Code
- Discount
- Description
- Comment
- Bank Account ID
- Date
- Invoice Payment Method
- Amount
- Notes
- Notes
ActionWrite- Invoice number/Customer ReferenceRequired
ActionSearch
- Invoice number/Customer ReferenceRequired
Try ItTriggerPolling- How should existing Customer in KashFlow be matched ?Required
- Code
- NameRequired
- Would you like to update a customer when found
- Source
- Trade Border Type
- VAT Number
- Notes
- Show discount amount on invoice
- Discount Percentage
- Automatically add a line showing this VAT number to new Invoices
- Default Currency
- Default Purchase Order
- Title
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Fax
- Email
- Website
- Is Primary Contact
- Receive invoices
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Use a separate address for delivery
- Name for Delivery Address
- Address Line 1
- AddressLine2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Payment Type
- Days
- Default PDF Theme ID
- Apply CIS Withholding Tax
- CIS Withholding Tax Rate
- CIS Withholding Tax Reference Name
- CIS Withholding Tax Reference Value
- Default Email Template
- Default Sales Code
ActionWrite- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
ActionSearch
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About IRIS KashFlow
IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
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